Southern First Bancshares Inc
SFST- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001090009
In the last 90 days, Southern First Bancshares Inc insiders filed 1 open-market purchase and 8 sales; 165 institutions reported holding it in 13F filings for Q2 2026, worth $522.1M in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Southern First Bancshares Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 97
- +4 vs. Q4 2024
- Shares held
- 6.41M
- −52.6K (−0.8%) vs. Q4 2024
- Total value
- $210.9M
- −$45.8M (−17.8%) vs. Q4 2024
- New holders
- 10
- 29 more added
- Sold out
- 6
- 38 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SFST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 165 | $522.1M |
| Q1 2026 | 149 | $372.8M |
| Q4 2025 | 129 | $343.2M |
| Q3 2025 | 116 | $288.6M |
| Q2 2025 | 102 | $245.7M |
| Q1 2025 | 97 | $210.9M |
| Q4 2024 | 94 | $257.5M |
| Q3 2024 | 101 | $216.3M |
| Q2 2024 | 95 | $184.1M |
| Q1 2024 | 91 | $201.1M |
| Q4 2023 | 92 | $235.2M |
| Q3 2023 | 87 | $168.9M |
| Q2 2023 | 82 | $157.3M |
| Q1 2023 | 90 | $191.6M |
| Q4 2022 | 100 | $291.4M |
| Q3 2022 | 100 | $263.3M |
| Q2 2022 | 103 | $275.2M |
| Q1 2022 | 107 | $320.2M |
| Q4 2021 | 102 | $396.5M |
| Q3 2021 | 94 | $333.9M |
| Q2 2021 | 91 | $317.6M |
| Q1 2021 | 97 | $288.9M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 16 | $0 | 0.00% | +16 | New |
| Smartleaf Asset Management LLC | 11 | $366 | 0.00% | −39−78.0% | Reduced |
| True Wealth Design, LLC | 13 | $428 | 0.00% | +13 | New |
| Nisa Investment Advisors, LLC | 15 | $494 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 67 | $2.21K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 71 | $2.34K | 0.00% | +71 | New |
| EverSource Wealth Advisors, LLC | 74 | $2.44K | 0.00% | +4+5.7% | Added |
| Picton Mahoney Asset Management | 128 | $4.00K | 0.00% | +128 | New |
| Sterling Capital Management LLC | 133 | $4.38K | 0.00% | −114−46.2% | Reduced |
| GAMMA Investing LLC | 213 | $7.01K | 0.00% | +141+195.8% | Added |
| Anchor Investment Management, LLC | 218 | $7.18K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 268 | $8.85K | 0.00% | −6−2.2% | Reduced |
| Amalgamated Bank | 259 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 294 | $9.68K | 0.00% | +169+135.2% | Added |
| Ronald Blue Trust, Inc. | 438 | $14.4K | 0.00% | −252−36.5% | Reduced |
| California State Teachers Retirement System | 559 | $18.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 609 | $20.0K | 0.00% | +285+88.0% | Added |
| Brown Brothers Harriman & Co | 608 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $20.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 643 | $21.2K | 0.00% | −368−36.4% | Reduced |
| Legal & General Group Plc | 726 | $23.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,072 | $35.3K | 0.00% | −256−19.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,191 | $39.2K | 0.00% | −1,200−50.2% | Reduced |
| Colonial Trust Co | 1,205 | $39.7K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,470 | $48.4K | 0.00% | +11+0.8% | Added |
| Signaturefd, LLC | 1,904 | $62.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,232 | $73.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,763 | $91.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,463 | $114.0K | 0.00% | −578−14.3% | Reduced |
| Corebridge Financial, Inc. | 3,781 | $124.5K | 0.00% | −56−1.5% | Reduced |
| MetLife Investment Management | 4,294 | $141.4K | 0.00% | −160−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,448 | $146.4K | 0.00% | +4,448 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,638 | $152.7K | 0.00% | +240+5.5% | Added |
| Colonial Trust Advisors | 4,848 | $159.6K | 0.01% | −877−15.3% | Reduced |
| Deutsche Bank AG | 5,568 | $183.3K | 0.00% | −1,626−22.6% | Reduced |
| Citigroup Inc | 5,827 | $191.8K | 0.00% | −585−9.1% | Reduced |
| ELCO Management Co., LLC | 6,949 | $228.8K | 0.13% | −746−9.7% | Reduced |
| Mendon Capital Advisors Corp | 7,096 | $233.6K | 0.11% | −746−9.5% | Reduced |
| UBS Group AG | 7,295 | $240.2K | 0.00% | −8,723−54.5% | Reduced |
| Wells Fargo & Company | 7,633 | $251.3K | 0.00% | +127+1.7% | Added |
| Citadel Advisors LLC | 7,926 | $260.9K | 0.00% | −5,252−39.9% | Reduced |
| Long Focus Capital Management, LLC | 7,964 | $262.2K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,100 | $266.7K | 0.00% | −1,300−13.8% | Reduced |
| Colton Groome Financial Advisors, LLC | 7,675 | $272.5K | 0.11% | 00.0% | Unchanged |
| Millennium Management LLC | 8,304 | $273.4K | 0.00% | +8,304 | New |
| Wagner Wealth Management, LLC | 8,306 | $273.4K | 0.07% | +2,750+49.5% | Added |
| D. E. Shaw & Co., Inc. | 8,382 | $275.9K | 0.00% | +432+5.4% | Added |
| Northwestern Mutual Wealth Management Co | 8,535 | $281.0K | 0.00% | +2,639+44.8% | Added |
| Bank of America Corp | 9,164 | $301.7K | 0.00% | +50+0.5% | Added |
| Jane Street Group, LLC | 9,190 | $302.5K | 0.00% | +9,190 | New |
| Foster Victor Wealth Advisors, LLC | 10,287 | $316.5K | 0.03% | +631+6.5% | Added |
| Godsey & Gibb Associates | 11,660 | $383.8K | 0.04% | −600−4.9% | Reduced |
| Rhumbline Advisers | 12,034 | $396.2K | 0.00% | −472−3.8% | Reduced |
| GWM Advisors LLC | 12,455 | $410.0K | 0.00% | 00.0% | Unchanged |
| De Lisle Partners LLP | 12,591 | $415.6K | 0.07% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12,953 | $426.4K | 0.00% | −13,816−51.6% | Reduced |
| Susquehanna International Group, LLP | 13,335 | $439.0K | 0.00% | +13,335 | New |
| STRS Ohio | 13,600 | $447.7K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 14,918 | $491.1K | 0.00% | −2,663−15.1% | Reduced |
| Trexquant Investment LP | 15,220 | $501.0K | 0.01% | +4,680+44.4% | Added |
| Sheets Smith Wealth Management | 15,805 | $520.3K | 0.06% | +614+4.0% | Added |
| Empowered Funds, LLC | 18,637 | $613.5K | 0.01% | +3,532+23.4% | Added |
| Nuveen, LLC | 18,714 | $616.1K | 0.00% | +18,714 | New |
| Teton Advisors, Inc. | 21,000 | $691.3K | 0.43% | −1,000−4.5% | Reduced |
| Bank of New York Mellon Corp | 21,066 | $693.5K | 0.00% | −473−2.2% | Reduced |
| Charles Schwab Investment Management Inc | 21,676 | $713.6K | 0.00% | +106+0.5% | Added |
| Gamco Investors, Inc. Et Al | 25,500 | $839.5K | 0.01% | +1,000+4.1% | Added |
| Barclays PLC | 25,777 | $848.6K | 0.00% | +465+1.8% | Added |
| Abacus Planning Group, Inc. | 31,123 | $1.02M | 0.18% | 00.0% | Unchanged |
| Captrust Financial Advisors | 31,123 | $1.02M | 0.00% | +672+2.2% | Added |
| Wellington Management Group LLP | 34,109 | $1.12M | 0.00% | −31,331−47.9% | Reduced |
| Royal Bank of Canada | 34,910 | $1.15M | 0.00% | +890+2.6% | Added |
| Gabelli Funds LLC | 36,650 | $1.21M | 0.01% | +3,609+10.9% | Added |
| Koss-Olinger Consulting, LLC | 42,397 | $1.40M | 0.12% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 43,306 | $1.43M | 0.00% | −1,337−3.0% | Reduced |
| Bridgeway Capital Management, LLC | 48,675 | $1.60M | 0.04% | −4,768−8.9% | Reduced |
| Acadian Asset Management LLC | 52,014 | $1.71M | 0.00% | −1,193−2.2% | Reduced |
| Morgan Stanley | 53,027 | $1.75M | 0.00% | −1,530−2.8% | Reduced |
| SeaCrest Wealth Management, LLC | 57,671 | $1.90M | 0.21% | −1,135−1.9% | Reduced |
| Russell Investments Group, Ltd. | 58,792 | $1.94M | 0.00% | −4,765−7.5% | Reduced |
| Fourthstone LLC | 66,181 | $2.18M | 0.54% | +66,181 | New |
| Goldman Sachs Group Inc | 66,603 | $2.19M | 0.00% | +3,074+4.8% | Added |
| Northern Trust Corp | 78,541 | $2.59M | 0.00% | −739−0.9% | Reduced |
| Renaissance Technologies LLC | 99,307 | $3.27M | 0.00% | −4,300−4.2% | Reduced |
| American Century Companies Inc | 101,461 | $3.34M | 0.00% | +3,902+4.0% | Added |
| Alliancebernstein L.P. | 139,331 | $4.59M | 0.00% | +9,821+7.6% | Added |
| State Street Corp | 161,364 | $5.31M | 0.00% | −2,330−1.4% | Reduced |
| Geode Capital Management, LLC | 176,760 | $5.82M | 0.00% | +5,372+3.1% | Added |
| rhino investment partners, Inc | 210,121 | $6.92M | 1.71% | −20,100−8.7% | Reduced |
| Ameriprise Financial Inc | 279,921 | $9.21M | 0.00% | +1,372+0.5% | Added |
| Banc Funds Co LLC | 299,920 | $9.87M | 1.30% | −19,115−6.0% | Reduced |
| Dimensional Fund Advisors LP | 360,900 | $11.9M | 0.00% | +10,025+2.9% | Added |
| Vanguard Group Inc | 420,761 | $13.9M | 0.00% | −539−0.1% | Reduced |
| Endeavour Capital Advisors Inc | 589,016 | $19.4M | 7.20% | +8,608+1.5% | Added |
| BlackRock, Inc. | 759,179 | $25.0M | 0.00% | −11,383−1.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 802,974 | $26.4M | 0.02% | +5,931+0.7% | Added |
| FJ Capital Management LLC | 807,223 | $26.6M | 2.75% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −67,184−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,746−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −8,168−100.0% | Sold out |